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GLG Japan CoreAlpha Institutional Acc E GBP

Ranked 16 out of 74 in - Japan over 12 months
All calculations are in GBP

Managed by

Jeffrey Atherton

Jeffrey Atherton is a senior portfolio manager at GLG, where he is responsible for the firm’s Japanese equity funds. Atherton has been managing Japanese funds for over 20 years and has held senior positions at Insight Investment, SGAM, TCW and Equitable Life. Before joining GLG, he worked at Stratton Street Capital LLP for five years where he was a partner and co-manager of their Japanese hedge fund strategies. He joined GLG in March 2011 and has a BA in economics from the University of Sheffield.

Stephen Harker

Teeside born Stephen Harker attended both Warwick and Sheffield Universities studying Mathematics, Economics and Finance, and started his investment career with Prudential Portfolio Managers where he worked from 1983 to ’93. He moved to Societe Generale in 2002. Stephen has managed Japanese equity funds since 1985 and, as well as managing a number of institutional funds, he currently co-manages two Japan focused retail funds alongside Neil Edwards, and they say they adopt a contrarian value approach. Away from the office Stephen lists his main leisure interest as football.

Neil Edwards

London born Neil Edwards studied Economics at Sheffield University in the late 70’s before beginning his investment career with Halifax Fund Management where he worked from 1986 to 2000. Neil joined the Nestle UK Pension Fund as UK equity fund manager in 2001, leaving to join Societe Generale Asset management in 2005 as a senior fund manager where, as well as managing a number of institutional funds, he co-manages two of the firm's Japan focused retail funds alongside Stephen Harker. They describe their investment style as adopting a contrarian value approach. Away from the office Neil’s leisure centres around sport with an interest in both tennis and rugby.

Objective

The objective of the sub-fund is to achieve capital growth through investing in the quoted securities of companies operating in Japan. To achieve the objective, the sub-fund is predominantly invested in securities of companies listed on Japan's stock markets. The sub-fund may also invest in other investments to the extent permitted by the FSA Rules as applicable from time to time.

Performance

Japan over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.5% -4.4% 4.8% 1.3%
2013 34.1% 21.5% 7.9% 0.3% 1.9%
2012 2.4% 10.9% -9.5% -7.2% 9.9%
2011 -15.1% -8.2% 1.4% -4.2% -4.8%
2010 26.8% 19.5% -7.2% -3.1% 18.0%
2009 11.4% -6.3% 17.5% 8.0% -6.3%
2008 7.8% -3.8% 2.7% 1.1% 7.9%
2007 -3.8% 4.9% -5.1% -6.7% 3.6%
2006 -3.0% 3.6% -6.1% -0.7% 0.5%
2005 50.9% 2.2% 1.2% 21.1% 20.5%
2004 4.4% 11.9% -1.0% -7.9% 2.4%
2003 21.4% -4.5% 7.7% 18.4% -0.3%
2002 -13.4% 6.4% -0.4% -13.3% -5.7%
2001 -32.3% -8.6% 3.8% -23.9% -6.3%
2000 -31.9% -11.0% 1.7% -9.6% -16.8%
1999 186.8% 32.6% 29.9% 30.3% 27.8%
1998 16.7% -3.2% -5.8% 28.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/03/1998
  • Share Class size86Mn
  • Base currencyGBP
  • ISIN GB00B0119C67

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management0.0%
  • Initial investment0

Related News

GLG's Edwards: Japan needs a healthy correction

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GLG Japan's Edwards expecting tech turnaround

The firm's value investing trio were too early into high beta stocks but believe positive re-ratings are imminent.

GLG closes Harker and Edwards' £160m Japan mandate

GLG has pulled the plug on the SGAM Japan Corealpha fund run Citywire AAA-rated duo Stephen Harker and Neil Edwards.  

GHC takes 20% cash position as global uncertainty mounts

The wealth manager has moved a fifth of its portfolio into cash as the political and economic headwinds build.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).